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Schwab US Large-Cap Value ETF
SCHV

Overview Fund Activity

810 hedge funds and large institutions have $9.84B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 290 increasing their positions, 276 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+32
Holders Change %
+4.11%
% of All Funds
10.78%
Holding in Top 10
73
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+17.74%
% of All Funds
0.97%
New
104
Increased
290
Reduced
276
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SEI Investments
SEI Investments
Pennsylvania
$1.01B
2
FPAS
Focus Partners Advisor Solutions
Missouri
$51.5M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$415M
4
Goldman Sachs
Goldman Sachs
New York
$21M
5
AAS
Avantax Advisory Services
Texas
$42.9M

Top Sellers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$1.27B
2
MGIA
Moneta Group Investment Advisors
Missouri
$89.3M
3
Financial Engines Advisors
Financial Engines Advisors
California
$1.44B
4
DW
Dodds Wealth
Colorado
$34.6M
5
Osaic Holdings
Osaic Holdings
Arizona
$292M
Name Holding Trade Value Shares
Change 		Shares
Change %
OW
726
Olistico Wealth
Oklahoma
$32.2K – – –
WTC
727
WhitTier Trust Company
Nevada
$32.1K – – –
T
728
Tidemark
California
$31.3K – – –
MAS
729
MPWM Advisory Solutions
Georgia
$31.3K +$31.3K +1,200 New
ME
730
McIlrath & Eck
Washington
$31.2K – – –
JHCP
731
Jackson Hole Capital Partners
Oklahoma
$30.5K – – –
RDFA
732
Ritter Daniher Financial Advisory
Ohio
$30.3K – – –
GWANC
733
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.2K – – –
FPB
734
First PREMIER Bank
South Dakota
$27K – – –
HCM
735
Hollencrest Capital Management
California
$26K – – –
FMII
736
Farmers & Merchants Investments Inc
Nebraska
$25.6K -$26.7K -1,023 -51%
AG
737
AmeriFlex Group
Nevada
$24.9K +$24.9K +918 New
OA
738
Operose Advisors
Wisconsin
$23.9K +$23.9K +918 New
OP
739
ORG Partners
Indiana
$23.9K +$104 +4 +0.4%
LWANC
740
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.9K – – –
MSG
741
Main Street Group
Virginia
$23.3K +$26 +1 +0.1%
WI
742
Wintrust Investments
Illinois
$23K +$52 +2 +0.2%
DPW
743
DiNuzzo Private Wealth
Pennsylvania
$22.8K – – –
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.6K -$64.3K -2,373 -75%
TCM
745
Tradewinds Capital Management
Washington
$17.2K – – –
GM
746
GeoWealth Management
Illinois
$16.6K -$51.7K -1,983 -76%
WCM
747
Winthrop Capital Management
Indiana
$16K +$16K +612 New
CAS
748
Coppell Advisory Solutions
Texas
$16K – – –
FCAS
749
First Command Advisory Services
Texas
$15.7K – – –
CFP
750
Comprehensive Financial Planning
Pennsylvania
$15K +$15K +576 New
28 29
30
31 32